Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Arrieta is a financial professional with over 10 years of experience in the industry. Alexander is currently registered with Wells Fargo Clearing Services, LLC in North Miami, Florida. Alexander has a Series 6, Series 7, and Series 63 license, as well as the SIE exam. In the past, Alexander has worked with CETERA INVESTMENT SERVICES LLC in St. Cloud, Minnesota, and PNC INVESTMENTS in Fort Lauderdale, Florida. Alexander has a history of working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Alexander is dedicated to providing comprehensive financial planning and investment management services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/30/2019 - Present
Wells Fargo Clearing Services, LLC (NORTH MIAMI FL)
MN
11/07/2017 - 02/12/2019
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
03/10/2015 - 04/28/2017
PNC INVESTMENTS (FORT LAUDERDALE FL)
FL
01/18/2008 - 07/31/2012
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
BC
Issued 05/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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